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Retiree-Friendly Regulations

Calculating required minimum distributions (RMDs) from tax-qualified retirement plans1 is one of the most pressing questions advisors face. Many wealthy individuals wish to defer benefit payments for as long as possible to enjoy tax-free compounding and to shift payments into the future, when tax rates might be lower or their beneficiaries may be in lower tax brackets. But not taking proper RMDs may

Calculating required minimum distributions (RMDs) from tax-qualified retirement plans1 is one of the most pressing questions advisors face. Many wealthy individuals wish to defer benefit payments for as long as possible to enjoy tax-free compounding and to shift payments into the future, when tax rates might be lower or their beneficiaries may be in lower tax brackets. But not taking proper RMDs may result in plan disqualification and/or the imposition of confiscatory excise taxes.

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